Orion Capital Management LLC

CIK: 0001846758Latest portfolio: $297.4M · Q4 2025

Holdings

496

Total Value

$297.4M

New Positions

484

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
SGOVISHARES TR
358,473$36.0M12.10%NEW
2
IVVISHARES TR
36,815$25.2M8.48%NEW
3
JAAAJANUS DETROIT STR TR
428,135$21.7M7.28%NEW
4
AVUSAMERICAN CENTY ETF TR
127,912$14.3M4.81%NEW
5
AAPLAPPLE INC
44,992$12.2M4.11%NEW
6
DSTLETF SER SOLUTIONS
180,879$10.7M3.58%NEW
7
VIGVANGUARD SPECIALIZED FUNDS
42,410$9.3M3.13%NEW
8
GOOGALPHABET INC
22,793$7.2M2.40%NEW
9
AMZNAMAZON COM INC
28,549$6.6M2.22%NEW
10
MSFTMICROSOFT CORP
10,861$5.3M1.77%NEW
11
ISRGINTUITIVE SURGICAL INC
9,134$5.2M1.74%NEW
12
RSPINVESCO EXCHANGE TRADED FD T
26,938$5.2M1.73%NEW
13
AVUVAMERICAN CENTY ETF TR
45,341$4.6M1.55%NEW
14
AVDEAMERICAN CENTY ETF TR
54,368$4.5M1.50%NEW
15
NVDANVIDIA CORPORATION
22,034$4.1M1.38%NEW
16
PLTRPALANTIR TECHNOLOGIES INC
21,804$3.9M1.30%NEW
17
DFACDIMENSIONAL ETF TRUST
95,395$3.8M1.27%NEW
18
VYMVANGUARD WHITEHALL FDS
25,522$3.7M1.23%NEW
19
SCHDSCHWAB STRATEGIC TR
117,979$3.2M1.09%NEW
20
AVLVAMERICAN CENTY ETF TR
36,729$2.8M0.94%NEW
21
GOOGLALPHABET INC
8,806$2.8M0.93%NEW
22
JPMJPMORGAN CHASE & CO.
8,074$2.6M0.87%NEW
23
ORLYOREILLY AUTOMOTIVE INC
26,946$2.5M0.83%NEW
24
AVDVAMERICAN CENTY ETF TR
22,521$2.1M0.71%NEW
25
ABBVABBVIE INC
9,060$2.1M0.70%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.2231525241093875e+151T)
Industrials0.0% ($1.4631160104947946e+83T)
Consumer Cyclical0.0% ($6.589245768767345e+59T)
Healthcare0.0% ($5.173207018261575e+57T)
Unknown0.0% ($1.3598665684834174e+41T)
Communication Services0.0% ($7.152275612136703e+27T)
Consumer Defensive0.0% ($2019200198127108864.0T)
Real Estate0.0% ($45026410938362.0T)
Basic Materials0.0% ($282565330151.2T)
Utilities0.0% ($166584329241.9T)
Energy0.0% ($1358267.2T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 3, 2026$297.4M498
Q3 2025Oct 31, 2025$287.8B0
Q2 2025Jul 31, 2025$262.9B474
Q1 2025May 14, 2025$237.4B473
Q4 2024Feb 18, 2025$227.8B478

Fund Information

CIK0001846758
Most Recent FilingFeb 3, 2026
Number of Filings5

Orion Capital Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $297.4M across 496 holdings. The largest position is ISHARES TR (SGOV), representing 12.1% of the portfolio. Compared to the previous quarter, the fund opened 498 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.